See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,984 | $159,934-78.1% | $147,005-76.2% | $145,959-76.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 11.06% | 98.24%-87.2pp | 418.76%-407.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $2,372 | $5,287-55.1% | $4,934-51.9% | $4,661-49.1% |
| Participant deferral / active EE | $2,935 | $8,427-65.2% | $8,070-63.6% | $6,689-56.1% |
| Admin fee / account holder | $190 | $15,053-98.7% | $13,006-98.5% | $13,398-98.6% |